True Value EDI

This article provides instruction and information on the following:

• How to send the Purchase Order to True Value
• How to receive an EDI file from True Value
• How to receive True Value Promotions
• True Value EDI enhancements

Note: After successfully downloading EDI, follow the steps in the following KBA to generate your bin tags or shelf tags: Batch and print EDI price changes on full sheet bin tags or shelf tags

How to send a purchase order to True Value

1. In Paladin, on the top ribbon, select the PO module.
2. Select True Value from the Supplier list.
3. In the Purchase Order tab, perform one of the following:
   • Add items and quantities that you want to order.
   • Recall your Suggested Order.
   • Recall a saved PO.

Tip: To sort your PO by True Value warehouse availability, on the bottom ribbon, select F6 Supplier Stock Check before you recall the PO.

4. On the bottom ribbon, click F8 Confirm PO.
5. On the bottom ribbon, click F1 Buy.
6. Optional: Enter a PO number.
7. Click Next.
8. In the Vendor Questions window, in the Designate type of PO list, select a PO type, then click Next.
9. In the PO Complete window, click Done. Your next purchase order will automatically upload to True Value.
10. Check your email account for a confirmation message from True Value.

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How to receive an EDI file from True Value

1. In Paladin, on the top ribbon, select the Inventory module.
2. On the bottom ribbon of the module, click F9 EDI.
3. Click Download files.
4. In the drop-down list, select True Value, then click OK.
5. In the Process True Value Downloads window, check the following boxes:
   • Invoicing
   • Sale List Updates
   • UPC Updates
   • Tiered Item Maintenance
   • Tiered Pricing
6. Verify that the File Export Drop Location is C\:PaladinPOS\ExportTrueValue. If it is not, contact Paladin Support.
7. Verify that the XCELFILE Drop Location is C:\XCELFILE. If it is not, contact Paladin Support.
8. Click Process. A green progress bar shows the status of the EDI processing.
9. When processing is complete, the Find PO window opens.

Note: Paladin closes all filled POs; therefore, only open POs appear in the Matching Purchase Orders pane of the Find PO window.

10. Select the POs you are receiving for the day, then click Close POs. When prompted Are you sure?, click Yes.
11. To see the processed files, click Reporting, highlight a report, then click Get Selected Report.
12. Review the report for accuracy.

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How to receive True Value Promotions

1. In Paladin, from the top ribbon, select the Inventory
2. On the bottom ribbon of the module, select F9 EDI.
3. In the EDI Processing window, click Download Files.
4. In the EDI Maintenance Processing window, select True Value from the list.
5. Click OK.
6. An EDI processing window will populate called True Value Processing.
7. Click Yes.
8. Another EDI processing window will populate.
9. Click OK.
10. The Event Promotions window opens. Select your region (for example, 004-2023 BASIC and 004-2023 PACIFIC NORTHWEST), then click OK.
11. You will receive that same Event Promotions window for region several times. Select the same region, then click OK.
12. In the next Event Promotions window, select the month’s sale (for example, 064-2023 TVR POS APRIL 042), then click OK.
13. You will receive that same Event Promotions window for month’s sales several times. Select the same month’s sale, then click OK.

EDI will finish downloading, and the Find PO window opens. Select any POs you want to close.

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True Value EDI enhancements

Paladin supports the following files for EDI processing:  

• Fineline Updates – Updates True Value finelines (weekly).
• Long Descriptions – Adds True Value long product descriptions into the Description 3 field in Paladin (Inventory module > General tab > Item Information pane) for new and updated items (weekly).
• Images – Imports product images into Paladin for new and updated items. When available, product images can be viewed in the Advanced Lookup window (weekly). For information on images, refer to: True Value images.
• Drop Ship – Process drop ship invoices (daily).
• RDC Balances – Update remote stock check data (daily).
• Vendor Locations – Update vendor locations (weekly).
• Vendor Direct Ship Terms – Process vendor shipment data (daily M-F).
• Retail System Data Capture Inventory File (SPEC97) – This is a file of the current on-hand inventory of a store used to populate Retail Workbench.
• Retail System POS Data Extract (DS090) – This is a file of all the Point of Sale transactions for the store for the past day. This information is used to populate the Retail Workbench BI tool at True Value.

Paladin provides support for daily (end-of-day) pricing and inventory uploads to True Value for both non-True Value and True Value products. If you want to enable this feature, create a Help Request (Help > Support > Submit a Help Request), and Paladin Support will contact you. 

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